GA
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Geller Advisors’s Medtronic MDT Stock Holding History

Geller Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,779
Closed -$457K – 266
2023
Q3 		$457K Sell
5,779
-1,512
-21% -$127K 0.05% 125
2023
Q2 		$647K Buy
+7,291
New +$628K 0.08% 84
2022
Q3 		– Sell
-4,062
Closed -$367K – 143
2022
Q2 		$367K Buy
4,062
+7
+0.2% +$709 0.08% 71
2022
Q1 		$452K Buy
4,055
+85
+2% +$8.98K 0.08% 64
2021
Q4 		$413K Buy
3,970
+5
+0.1% +$579 0.08% 75
2021
Q3 		$500K Sell
3,965
-203
-5% -$26.3K 0.11% 57
2021
Q2 		$520K Sell
4,168
-2
-0% -$251 0.11% 51
2021
Q1 		$495K Buy
4,170
+797
+24% +$93.4K 0.12% 50
2020
Q4 		$452K Hold
3,373
– – 0.11% 47
2020
Q3 		$352K Sell
3,373
-251
-7% -$25.2K 0.1% 47
2020
Q2 		$334K Buy
+3,624
New +$348K 0.1% 48

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return